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B. Riley Wealth Advisors’s Invesco Senior Income Trust VVR Stock Holding History

B. Riley Wealth Advisors’s Portfolio VVR Stock Details VVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,710
Closed -$99.3K – 1165
2025
Q3 		$99.3K Hold
28,710
– – ﹤0.01% 955
2025
Q2 		$109K Sell
28,710
-61,576
-68% -$223K 0.01% 955
2025
Q1 		$339K Buy
90,286
+51,393
+132% +$207K 0.01% 915
2024
Q4 		$154K Buy
+38,893
New +$153K 0.01% 1064
2024
Q2 		– Sell
-72,535
Closed -$284K – 1615
2024
Q1 		$284K Sell
72,535
-3,250
-4% -$13.5K 0.01% 1062
2023
Q4 		$311K Buy
75,785
+3,250
+4% +$13K 0.01% 1037
2023
Q3 		$284K Sell
72,535
-1,250
-2% -$4.85K 0.01% 1062
2023
Q2 		$284K Sell
73,785
-19,750
-21% -$73.3K 0.01% 1148
2023
Q1 		$344K Sell
93,535
-2,750
-3% -$10.7K 0.01% 994
2022
Q4 		$369K Buy
96,285
+40,500
+73% +$154K 0.01% 931
2022
Q3 		$208K Buy
55,785
+8,999
+19% +$34.4K 0.01% 1207
2022
Q2 		$182K Buy
46,786
+1,014
+2% +$4.08K 0.01% 1052
2022
Q1 		$195K Buy
45,772
+250
+0.5% +$1.08K 0.01% 1222
2021
Q4 		$198K Hold
45,522
– – 0.01% 1270
2021
Q3 		$203K Sell
45,522
-3,000
-6% -$13K 0.01% 1244
2021
Q2 		$217K Buy
48,522
+1,486
+3% +$6.35K 0.01% 1181
2021
Q1 		$198K Buy
47,036
+1,000
+2% +$4.15K 0.01% 1199
2020
Q4 		$184K Sell
46,036
-77,569
-63% -$292K 0.01% 939
2020
Q3 		$439K Buy
123,605
+62,000
+101% +$221K 0.02% 582
2020
Q2 		$214K Buy
61,605
+1,603
+3% +$5.45K 0.01% 754
2020
Q1 		$194K Buy
+60,002
New +$238K 0.02% 681

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

B. Riley Wealth Advisors's VVR Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Invesco Senior Income Trust (VVR) in Q4 2025, closing a stake of 28,710 shares — an estimated $99.3K sold.

B. Riley Wealth Advisors first reported a position in VVR in Q1 2020 and held it in 21 quarters. The position peaked at $439K in Q3 2020. 144 funds tracked by Wall St. Rank hold VVR as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Invesco Senior Income Trust position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 28,710 Invesco Senior Income Trust shares in Q4 2025, an estimated $99.3K.
  • B. Riley Wealth Advisors first reported a position in Invesco Senior Income Trust in Q1 2020 and held it in 21 quarters.
  • B. Riley Wealth Advisors's Invesco Senior Income Trust position peaked at $439K in Q3 2020.
  • 144 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.